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    AUDUSD0.6689
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    SPI 2007,906.00
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    S&P/ASX 2007,971.60
    -64.90 (-0.81%)-0.81%
    All Ords8,209.20
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    NZX 504,668.58
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    Hang Seng17,417.68
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    Nikkei40,063.79
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    Latest

    Chaos across Melbourne as hospitals, airport, supermarkets hit

    Shares retreat below 8000 points. APRA relents on Westpac. Lifestyle Communities pulls guidance. Netflix’s profit surges. ECB holds rates. Copper, gold, oil fall. Follow here.

    • Updated
    • Timothy Moore, Tom Richardson, Joanne Tran and Joshua Peach
    The Chanticleer podcast features James Thomson and Anthony Macdonald.

    No party for ASX at 8000 | CFMEU scandal spreads | Twiggy’s green hydrogen blow

    This week on the Chanticleer podcast, James and Anthony discuss the subdued reaction to the ASX hitting a historic high, react to recent CFMEU coverage, and explore Fortescue’s revised green hydrogen plans.

    ASX small caps miss out on ‘Great Rotation’ as rate worries linger

    The gains in US small caps have further to run, say strategists, but Aussie investors shouldn’t hold their breath for a knock-on rally closer to home.

    • Joshua Peach

    ASX dives; Trump to accept nomination; Penthouse fetches $12m

    Read everything that’s happened in the news so far today.

    Unlocking diversification opportunities with small to mid caps

    Small and mid-cap companies can outshine their larger counterparts in terms of long-term performance.

    Sponsored 

    by Fidelity

    ASX to tumble, Wall St extends losses

    Australian shares are set to drop more than 1pc at the open. US stocks reversed early gains though Nvidia rebounded. Volatility leaps to three-month-high.

    • Timothy Moore

    Opinion & Analysis

    Time to sell stars like CBA and Nvidia? History says be careful

    More market watchers are getting worried the stars of this rally are starting to fade. But new research says big winners tend to keep winning. 

    Chanticleer

    Columnist

    Chanticleer

    Nvidia crash shows dark side of the Trump trade

    Donald Trump’s comments on Taiwan added to a global sell-off in computer chipmakers. The episode has three big lessons for investors. 

    Chanticleer

    Columnist

    Chanticleer

    Stocks just keep rising, but bonds are flashing a big warning

    Wall Street’s rally is grinding on, and now seems to be broadening out. However, beneath the surface, there are signs of fragility that shouldn’t be ignored.

    Chanticleer

    Columnist

    Chanticleer

    Why these 14 ASX stocks could be set to disappoint

    The sharemarket might be flirting with all-time highs, but there’s a growing sense investors are far too optimistic about earnings growth next financial year. Here’s why.

    Chanticleer

    Columnist

    Chanticleer

    Companies in the News

    BHP Group

    bhp$41.760
     -2.11%

    Commonwealth Bank

    cba$131.630
     -0.78%

    ANZ Bank

    anz$29.710
     -1.16%

    Rio Tinto

    rio$113.960
     -1.71%

    Updated: Jul 19, 2024 – 4.40pm. Data is 20 mins delayed.

    Search companies

    View stories and data from an ASX listed company

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    Meet the Fundie

    James McDonald is a co-portfolio manager at Pengana.

    Three little-known stocks driving this veteran’s mega returns

    Pengana’s James McDonald discusses his blockbuster year and the ASX-listed stocks he is backing into the new financial year.

    • Joshua Peach
    Robert Gregory of Glenmore Asset Management.

    Meet the fund manager doing it better than everyone else

    In a market completely saturated with Aussie equity funds, Robert Gregory, a one-man band, has come out on top thanks to some cracking stock bets.

    • Sarah Jones
    Brian Kersmanc pictured at GQG’s headquarters in Fort Lauderdale, Florida last week.

    GQG slashes tech exposure, here’s where it’s buying next

    Brian Kersmanc was the first analyst that star stockpicker Rajiv Jain hired for his new firm. He’s now co-managing all of GQG’s strategies which are pumping out near-40 per cent returns.

    • Alex Gluyas

    Yesterday

    Research by Professor Hendrik Bessembinder found that 59 per cent of US companies were a drag on investor wealth between 1925 and today, and just 4 per cent of companies accounted for the net wealth creation in that period.

    Time to sell stars like CBA and Nvidia? History says be careful

    More market watchers are getting worried the stars of this rally are starting to fade. But new research says big winners tend to keep winning. 

    • James Thomson

    This Month

    Nvidia CEO Jensen Huang. Tech companies are racing to get access to the company’s GPUs.

    Struggling bitcoin miners seek deals with AI companies

    They now hope to benefit from a surge in demand for powerful but scarce chips which are used in both crypto mining and AI processing.

    • Nikou Asgari and Tim Bradshaw
    Xi Jinping and Donald Trump appear to be on a collision course.

    Nvidia crash shows dark side of the Trump trade

    Donald Trump’s comments on Taiwan added to a global sell-off in computer chipmakers. The episode has three big lessons for investors. 

    • James Thomson
    Shawn Lee.

    SG Hiscock offloads retailers and buys these small caps instead

    Small caps manager Shawn Lee explains why he’s bearish on the consumer discretionary sector and names a Kiwi-based retirement living operator as a stock he thinks is cheap.

    • Joanne Tran
    xx

    Jobless rate rises; COVID-hit Biden signals exit; Trump hurts Nvidia

    Read everything that’s happened in the news so far today.

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    The ASX 200 is set to open lower after sharp falls in the Nasdaq Composite and S&P 500.

    Tech sector plunges; traders lift bets on interest rate increase

    Jobless rate edges higher in line with expectations, job gains beat forecasts. Domino’s cuts guidance. Telix lifts sales forecasts. Nasdaq posts worst day since 2022. Follow here.

    • Timothy Moore, Tom Richardson, Sarah Jones, Joshua Peach and Joanne Tran
    The New York Stock Exchange.

    ASX to fall, Nasdaq tumbles as semiconductor stocks plunge

    Australian shares are set to open lower. The tech-heavy Nasdaq Composite shed 2.8pc amid a sell-off in semiconductor stocks. Nvidia shed 6.6pc.

    • Timothy Moore
    China sent a record number of warplanes across a US-drawn boundary in the Taiwan Strait earlier this month.

    Geopolitics tops inflation as key market risk: global fund managers

    The “perception” of geopolitical risk is a net 88 per cent above normal, and at its highest since November 2022, according to a Bank of America metric.

    • Timothy Moore
    The S&P/ASX 200 surpassed 8000 points for the first time on Monday.

    Investors size up ASX small caps as Wall Street pops

    With the US central bank looking like it will begin cutting rates, smaller stocks there have been on a tear. The same could happen in local equities.

    • Sarah Jones and Joshua Peach
    Ark’s Cathie Wood is betting big on Tesla.

    Why Ark’s Cathie Wood is betting big on Tesla

    The fund manager is banking on Elon Musk’s move into robotaxi’s will be a catalyst for a roughly 10-fold increase in Tesla’s share price

    • Bei Hu
    xx

    ASX hits record; Burke moves on CFMEU; Accolade to buy Pernod

    Read everything that’s happened in the news so far today.

    Investors just keep pushing sharemarkets higher. But there are signs of fragilty.

    Stocks just keep rising, but bonds are flashing a big warning

    Wall Street’s rally is grinding on, and now seems to be broadening out. However, beneath the surface, there are signs of fragility that shouldn’t be ignored.

    • James Thomson
    Local shares are set to open higher, following Wall Street’s advance.

    ASX resets record as property, tech rally; gold stocks climb

    Shares extend advance above 8000 points; BHP breaks iron ore export record, promises copper lift; Cettire flags revenue, customers ahead of FY24 report; gold climbs to record; New Zealand Q2 inflation slows, keeps rate cuts on the table. Follow updates here.

    • Timothy Moore, Joanne Tran, Joshua Peach and Sarah Jones
    The New York Stock Exchange.

    ASX to rise, Dow gains as rally broadens, yields ease

    Australian shares are set to open higher. Dow rises 743 points or 1.9pc; UnitedHealth surges. Trump would keep Powell, sees 60-100pc tariffs on Chinese imports.

    • Timothy Moore
    AMP’s Shane Oliver, UBS’ Richard Schellbach, Barrenjoy’s Damien Boey and VanEck’s Cameron McCormack.

    Investors to pull money from banks as property, miners rebound

    Equity strategists are expecting the ASX 200 to stay around 8000 points until the end of the year. But it won’t be the banks leading the year-end rally.

    • Joanne Tran
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    Fed chairman Jerome Powell appears more confident than RBA’s Michele Bullock on inflation.

    Bond market dials up US rate cut bets; RBA left behind

    Goldman Sachs says there is now “solid rationale” for the Federal Reserve to start cutting rates this month. It’s a different picture in Australia, where markets are still pricing in a rate rise.

    • Sarah Jones
    xx

    CFMEU boss defiant; KPMG axes jobs; Who is J. D. Vance?

    Read everything that’s happened in the news so far today.

    Markets might be flying, but the outlook is very mixed.

    Why these 14 ASX stocks could be set to disappoint

    The sharemarket might be flirting with all-time highs, but there’s a growing sense investors are far too optimistic about earnings growth next financial year. Here’s why.

    • James Thomson
    Australian shares are poised to start modestly lower.

    ASX slips back below 8000 as BHP, Rio Tinto weigh; DroneShield sinks

    Australian shares end lower. The Dow closes at a record high. Bitcoin bounces. Rio Tinto’s iron ore production slips. Follow updates here.

    • Timothy Moore, Joshua Peach, Sarah Jones and Joanne Tran
    Wall Street.

    ASX to slip, Wall St extends its rally on ‘Trump trade’

    Australian shares are set to edge lower. All three US benchmarks advanced to start the week. Goldman’s profit doubles. Bitcoin lifts, boosting Tesla.

    • Timothy Moore